Global Investment Insights

Global Investment Institute commits to Net Zero through partnership with Climate Vault

April 2023

Institutional investors are transitioning their portfolios to net zero and we are too.

Last week, we hosted our inaugural Net Zero Investment Forum. This was a carbon neutral event thanks to our partnership with Climate Vault, which enabled us to offset the carbon emissions from the event and ALL our in-person events that we will host this calendar year.

To find out more about how we are making an immediate carbon impact and how you too can take action, click the link.

Corrin Collocott appointed Deputy CIO, Mercer & Adam Deering appointed Senior PM-Equities, Mercer

April 2023

GII congratulates Corrin Collocott on his appointment as the Chief Investment Officer, Mercer Super and Multi-Sector, and Deputy Chief Investment Officer of Mercer in Australia.

GII would also like to congratulate Adam Deering, who joins Mercer as a Senior Portfolio Manager, Equities with responsibility for the Mercer Pacific Equity and Listed Real Assets funds.

Both appointments follow from the recent merger between BT Super and Mercer Super into the Mercer Super Trust, which now manages AU$65 billion in assets, on behalf of more than 850,000 Australians to support their retirement outcomes.

We wish Corrin and Adam all the best in their new roles and continued success to the team at Mercer.

Andrew Fisher appointed Head of Investment Strategy, Australian Retirement Trust

April 2023

GII congratulates Andrew Fisher on his promotion, having been appointed the Head of Investment Strategy at Australian Retirement Trust (ART).

ART came into existence recently (2022), following the completion of the merger between two of Australia’s largest superannuation funds, SunSuper and QSuper, creating a new mega fund with AU$240 billion in assets under management and more than 3 million members.

Andrew commenced in his new role on Monday, 27 March 2023, taking over from Damian Lillicrap who finished up with the fund on Friday, 31 March 2023. He is responsible for managing strategy, asset allocation and investment risk for the super savings investment options at ART.

We wish Andrew all the best in his new role and continued success to the team at ART.

Spotlight on Mike Harut, Responsible Investment Manager, Munro Partners

As the Responsible Investment Manager at Munro Partners, Mike Harut is responsible for ensuring that ESG issues are appropriately integrated into the company’s valuation and stock selection process. Bottom-up ESG analysis also drives Munro’s stewardship efforts, including their engagement with companies on gaps they identify.

Mike’s role is to help Munro understand how the decarbonisation of the global economy will unfold and identify the companies which stand to benefit from the transition.

Munro has a long history of investing in climate change opportunities and they invest in this theme across all of their funds and exclusively in their Climate Change Leaders strategy.

Mike will be presenting on how institutional investors ought to seek to achieve carbon footprint reduction targets by managing climate change risk and capturing opportunities within the equities asset class at Global Investment Institute’s upcoming Net Zero Investment Forum, taking place on Tuesday, 28 March 2023 at the Grand Hyatt Melbourne, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

Scott Rissman appointed as Portfolio Manager, Income and Markets at Aware Super

March 2023

GII congratulates Scott Rissman on his appointment to the role Portfolio Manager, Income and Markets at Aware Super (Aware).

Aware is one of Australia’s larges industry funds providing superannuation, advice and retirement solutions to those who teach, nurse, care, respond and help others in our communities. The Fund currently manages a combined asset pool of AU$155 billion on behalf of its 1.1 million members.

Scott joined Aware on 15 March 2023. He is responsible for the performance of the global market’s strategies and trading capabilities, and delivery of markets solutions for the Fund.

We wish Scott all the best in his new role and continued success to the team at Aware Super.

Phil Naylor appointed as the Deputy Chief Investment Officer of Spirit Super

March 2023

GII congratulates Phil Naylor on his appointment as the Deputy Chief Investment Officer of Spirit Super.

Spirit Super is an industry superannuation fund managing more than AU$26 billion in assets on behalf of more than 325,000 members.

In addition to being the deputy chief investment officer of the fund, Phil will also serve as the general manager of investment strategy.

Phil joins Spirit Super from Frontier Advisors, where he spent close to five years, most recently in the role of Head of Capital Markets and Asset Allocation.

We wish Phil all the best in his new role and continued success to the team at Spirit Super.

Jonathan Rawicz, Senior Portfolio Manager, New Capital, visiting Australia 20 - 24 March 2023

Roadshow Announcement | 20 - 24 March 2023, Australia

Jonathan Rawicz is a Senior Portfolio Manager of EFGAM’s New Capital Global Equity Conviction fund. Jonathan will be visiting Australia from 20 – 24 March 2023.

EFGAM is the designated investment manager of Swiss banking group, EFG International. EFGAM manages New Capital funds and strategies and discretionary portfolios for clients worldwide with assets under management of AU$36.8 billion. New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients worldwide.

To express interest in meeting with Jonathan on his visit to Australia, please contact Matthew Jackson, Director – Australia, EFGAM New Capital and Shaw & Partners.

Current job opportunities for executives and senior investment professionals across our industry

March 2023

View this month’s featured job vacancies and opportunities including roles at Victorian Funds Management Corporation, Australian Retirement Trust, CBUS, Aware Super, HostPlus and HESTA.

If you would like us to promote a job vacancy at your organisation for executive and senior investment roles, please contact us.

Private Credit: Investing with purpose to deliver targeted risk-adjusted returns and positive social outcomes for Australia

Laurence Marshbaum OAM, Portfolio Manager & Co-Founder, Community Capital

Laurence is an Executive Portfolio Manager of the Community Capital Credit Fund and the Co-Founder of Community Capital, together with diversified financial services firm Barrenjoey.

Laurence has over 18 years’ experience in asset management, having spent the last 10 years with one of Australia’s largest superannuation funds, the Australian Retirement Trust (ART), which manages AU$230 billion in assets on behalf of more than 2 million members. Most recently, he was a Senior Portfolio Manager – Private Debt & Altenratives at ART, overseeing the fund’s AU$4 billion in Private Debt & Alternatives and Co-Investment programs.

In this exclusive interview with Global Investment Institute (GII), Laurence shares his perspectives on the role of private credit in institutional portfolios in the current investment environment, where he sees greatest opportunities to deploy capital into the asset class and his ambitions for the Community Capital Credit Fund and the types of social causes that the organisation is supporting in communities across Australia through its initiatives.

Alistair Barker promoted to Head of Asset Allocation, Investments at AustralianSuper

February 2023

GII congratulates Alistair Barker on his promotion to Head of Asset Allocation, Investments as AustralianSuper.

AustralianSuper is the largest superannuation fund in Australia and one of the top 40 pension funds globally, with about AU$260 billion in assets under management, which it invests on behalf of 2.7 million members.

Alistair joined AustralianSuper in 2008 and is a member of the leadership team of the Fund’s Investment Department. Most recently, he was the Head of Total Portfolio Management. In this role he was responsible for the asset allocation and investment portfolio strategy of the fund’s diversified portfolios, and the oversight of key investment parameters such as return objectives, performance, risk, liquidity and cost.

We wish Alistair all the best in his new role and continued success to the team at AustralianSuper.

Aware Super’s Deputy CIO appointed as Head of International to lead the fund’s next steps in its international expansion program

February 2023

GII congratulates Damien Webb on his appointment as the Head of International at Aware Super.

Aware Super is one of Australia’s largest industry funds providing superannuation, advice and retirement solutions to those who teach, nurse, care, respond and help others in our communities. The Fund currently manages a combined asset pool of AU$150 billion on behalf of its 1.1 million members.

In his new role, Damien will serve as the Executive lead of the Investments function’s continued international expansion and act as an ambassador for Aware Super’s values and leadership capabilities.

The role will also be responsible for building the presence of Aware Super, firstly in Europe, and other offshore markets in addition to growing relationships which support the effective origination and ownership of assets.

We wish Damien all the best in his new role and continued success to the Aware Super team.

Gary Wong joins CareSuper as Head of Equities

January 2023

GII congratulates Gary Wong on joining CareSuper as the Head of Equities.

CareSuper is one of the largest industry funds for people in professional, managerial, administrative and service occupations in all business sectors, representing more than 220,000 members, with approximately AU$20 billion in assets under management.

Gary joins from the Victorian Funds Management Corporation (VFMC) where he spent more than 15 years, most recently in the role, Senior Portfolio Manager of VFMC’s AU$30 billion listed equity portfolio, where he had primary responsibility for exposure management, manager selection and opportunistic transactions.

We wish Gary all the best in his new role and continued success to the team at CareSuper.